“Sage Intacct gives us the ability to consolidate multiple entities in minutes, not days, and provides the insights and scalability we need to support growth across Australia and New Zealand.”
Sonia Cordero – CFO of The Walshe Group
Industry
Tourism
Background Overview
The Walshe Group stands as a premier provider of tourism representation services, dedicated to connecting global travellers with world class airline and destination experiences. With a legacy spanning nearly 50 years, the organisation has established deep industry expertise and a formidable market presence across Australia and New Zealand. Their core mission involves helping international clients grow market share and maximise revenue through strategic brand management and professional representation.
Operating within a complex business structure, the group manages a diverse portfolio of entities and divisions. This complexity is driven by the unique requirements of their global partners, many of whom utilise specific operating systems and databases. Historically, this meant maintaining a fragmented financial landscape where different business units operated in silos. Despite these structural challenges, The Walshe Group remains a highly respected specialist, committed to delivering exceptional outcomes and maintaining its status as a leader in the competitive travel and tourism sector.
The Problem
The Walshe Group faced significant operational hurdles after nearly 50 years of growth led to a highly fragmented financial environment. Their legacy infrastructure was stretched, unable to support the modern requirements of their expanding tourism representation business. Problems included:
- The organisation operated with multiple entities that each ran its own independent database and reporting system, leading to a lack of central visibility.
- Financial consolidation required manual workarounds and three different levels of processing, making it an incredibly slow and tedious task.
- The process of consolidating financials across the various entities and systems took several days to complete, placing unsustainable demands on the finance team.
- Managing disparate operating systems across Australia, New Zealand, and Japan created difficulties in handling AUD, NZD, and Yen transactions effectively.
Why Sage and Leverage Technologies
The Walshe Group sought a solution that could unify their disparate systems while maintaining a partnership built on expert guidance. The combination of a cloud native platform and a deeply experienced implementation partner provided the necessary foundation for their digital modernisation. Some of the main reasons are:
- The Walshe Group chose Sage Intacct because it is a cloud native platform specifically designed to handle the complexities of multi entity consolidations and multi currency management.
- The platform offered seamless integration capabilities with the various unique operating systems and databases used by their global airline and destination partners.
- Sage Intacct provided powerful, out of the box reporting and analytics that simplified the entire technology stack and removed the need for manual workarounds.
- Leverage Technologies was selected as the partner due to their status as a Sage Platinum Partner and their proven track record in ERP advice and implementation – in similar industries to The Walshe Group
The Outcome
The implementation of Sage Intacct has delivered a remarkable return on investment, transforming the finance function from a manual bottleneck into a strategic asset. The most dramatic result is the reduction of the consolidation process from days to mere minutes. This newfound efficiency allowed the organisation to redeploy finance staff from tedious data entry to higher value activities. Real time dashboards now provide the board with the insights needed to adapt quickly to market shifts.
Beyond internal efficiency, the audit experience has improved significantly, as external auditors can now securely access data remotely, reducing preparation time and ensuring high data quality. The system has also empowered the group to manage increased transaction volumes from organic growth without needing to add headcount. Today, The Walshe Group possesses an agile, integrated platform that not only handles current multi currency complexities but is also fully prepared for future integrations and continued expansion across the tourism sector.
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